MFS Global Total Return benefits from a straightforward asset-allocation process and robust analyst cohorts. Despite leadership turnover, which is somewhat mitigated by smooth and thoughtful transitions, this offering remains compelling. Its three cheapest share classes (I, R4, R6) maintain Morningstar Analyst Ratings of Bronze, while the rest stay at Neutral.
Will MFWIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFWIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MFWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MFWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.